Independent Financial Adviser – Hybrid, Full Support

Ortus PSR; Lancashire; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Hybrid working

End-to-end support

Marketing and lead-generation access

Xplan access

Professional development

Potential buyout opportunity

Job summary

Ortus PSR is inviting applications for an Independent Financial Adviser to join its growing Manchester operation. The role offers hybrid working with an employed salary up to £75,000 plus bonus, or a self-employed structure for higher autonomy and earnings potential.

You will be supported by in-house paraplanning, administration, investment and marketing teams to focus on advising clients, building relationships and growing your practice.

Qualifications

• Qualified to at least Level 4 Diploma standard in regulated financial planning or FCA-recognised equivalent.
• Experienced and competent Financial Adviser with a strong track record of delivering suitable, client-focused advice.
• Able to demonstrate experience of attracting, converting and retaining clients.

Responsibilities

• Deliver holistic financial planning advice to new and existing clients.
• Conduct detailed client reviews and identify appropriate planning opportunities.
• Build and maintain trusted, long-term client relationships.
• Develop new business through referrals, networking, professional introducers and company-supported lead generation.
• Meet clients face-to-face and virtually, depending on circumstances and preferences.
• Work closely with paraplanning, administration and investment teams to deliver high standards.
• Keep clients informed of relevant legislative, taxation and market developments.
• Develop relationships with accountants, solicitors and other professional introducers.
• Contribute to seminars, professional events, social media and wider marketing activity.
• Maintain accurate records and uphold the firm’s compliance, regulatory and client-service standards.

Skills

Client relationship building

Communication skills

Pipeline management

Tech-savvy with planning tools

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Xplan

Financial planning software

Job description

Ortus PSR is inviting applications for an Independent Financial Adviser to join its growing Manchester operation. The role offers hybrid working with an employed salary up to £75,000 plus bonus, or a self-employed structure for higher autonomy and earnings potential.

You will be supported by in-house paraplanning, administration, investment and marketing teams to focus on advising clients, building relationships and growing your practice.